1919 Financial Services Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 0 0 0 0 5.83 -5.58 8.33 9.63 3.87 -0.25 -5.5 7.16 0
2001 -0.5 -5.27 -2.65 3 3.9 -0.06 -0.45 -5.24 -5.06 -2.42 6.77 -3.27 -11.4
2002 -0.42 -1.35 6.68 -1.62 -0.21 -5.35 -7.1 2.1 -11.6 5.7 3.76 -5.36 -15.2
2003 -1.27 -2.84 -0.8 11.16 4.9 -0.15 3.14 0.45 0.37 6.49 0.62 4.06 28.5
2004 3.31 2.12 -1.57 -4.34 2.8 1.04 -1.67 2.94 0 1.14 3.14 3.16 12.4
2005 -3.26 0.13 -2.9 -0.49 3.91 2.21 1.84 -1.16 0.85 3.04 4.33 0.59 9.1
2006 1.55 1.72 1.82 3.32 -4.53 -0.56 1.19 2.17 1.76 2.98 1.56 2.9 16.8
2007 1.6 -1.7 -1.96 0.8 2.66 -2.03 -7.22 2.7 1.35 -1.26 -3.52 -4.66 -12.9
2008 -2.28 -5.84 -2.21 0.36 -0.63 -9.81 6.34 1.99 -1.02 -14.26 -3.06 3.06 -25.6
2009 -10.95 -7.75 4.93 5.84 5.76 0 5.79 4.29 2.37 -5.33 2.44 2.8 8.7
2010 -0.91 2.24 5.47 4.06 -7.07 -3.32 3.43 -6.34 6.15 1.08 0.1 8.34 12.6
2011 1.97 2.81 -1.71 0.35 -1.64 -2.9 -2.27 -6.96 -6.68 9.4 0.68 1.76 -6.1
2012 5.15 3.72 4.29 -0.5 -3.96 4.21 -1.52 2.82 3.08 0.08 0.97 2.08 22
2013 4.93 2.46 4.8 -0.28 2.58 2.38 5.31 -3.34 3.58 3.52 5.47 2.42 39.1
2014 -5.12 2.55 1.91 -2.72 -0.29 3.16 -2.84 3.21 -2.04 5.89 0.11 2 5.4
2015 -6.83 5.81 0.61 -0.33 1.11 3.28 1.8 -3.95 0 4.6 3.68 -3.37 5.8
2016 -6.81 -2.85 6.36 3.16 3.23 -4.1 3.1 4.15 -1.21 -0.11 14.08 5.69 25.7
2017 -0.18 3.59 -2.1 0.05 -2.46 4.72 0.7 -2.61 7.28 2.29 3.05 -0.79 13.8
2018 3.82 -2.07 -0.86 1.15 2.15 -1.68 1.56 1.99 -2.93 -9.05 1.96 -11.56 -15.6
2019 8.62 4.72 -4.04 7.28 -6.05 5.44 3.55 -5.66 3.76 1.55 4.41 -0.81 23.7
2020 -3.21 -10.04 -23 10.17 3.2 0 -0.36 3.77 -9.63 6.01 15.95 8.29 -5.2
2021 -5.36 13.9 4.73 9.84 2.01 -4.26 -1.35 2.8 0.63 5.39 -3.83 -1.3 23.7
2022 -1.29 -1.57 -2.18 -8.31 2.39 -8.15 6.13 -2.13 -6.13 10.83 2.54 -7.49 -16
2023 4.68 -1.65 -14.51 -0.8 -5.81 5.93 8.44 -4.08 -4.12 -3.08 10.93 -3.71 -10.1
2024 -0.48 1.58 4.76 -6.32 11.9